Tuesday, 8 October 2013

Tableau Design Month - Tooltips

Tableau Public are rocking an excellent set of articles by some of the world's top users of the tool about how they design their visualisations to be the most powerful they can be.

Here's my thoughts on why Tooltips have been missed from this lost so far.

So why is something that is hidden important to design?

Simply, de-cluttering a visualisation makes it appear more appealing, seem more
accessible and in a time-pressured world, quicker to take in for a busy reader. The tool tip can hide a large amount of added detail and
that detail can be really powerful to re-enforce the message of the viz. So how
exactly would I use this in practice? Also, Tableau 8 allows the user to add additional information in to the tooltip without affecting the visualisation making it even more informative.

Helping tell the
story

In the early days of my Tableau journey, I had Tableau’s own
Andy Cotgreave present at a user community session showing some hints and tips
(you’ll see a theme in this article). He showed me something that just made
sense – restructure the tooltip to tell the story of what the user is looking
at. The tooltip is the greatest help function on Tableau as it the most user
intuitive way to offer the reader help. If a reader wants to explore something
more closely, they are likely to move their mouse to that point. And this
causes the tooltip to pop up – so why not use that action to tell the story in
more depth? For example, what tells the user more, and in the clearest way?

Or

A
simple bit of reordering the tooltip allows you to control what the reader will
take from the visualisation and clarifies the point. A further design tip from
Peter Gilks would be to remove the command buttons in the tooltip to stop a
user accidently excluding values, and cleaning the tooltip up all at the same
time.

Helping the less
experienced user

Not everyone is a Tableau Zen Master or a Tableau-a-holic.
For many readers, who might be even first time tableau dashboard readers or
only looked at a couple of vizes before, you need to be able to show them what
to do without filling the visualisation full of instruction. For most people
who know to click on a dropdown parameter box or quick filter it’s pointless
aiding over-explanatory descriptions to your visualisation. So how do you find
the balance? This for me is where tooltips can be used to help the reader by
creating a help button – Jewel Loree demoed the technique in the Tableau Quick
Tips and Tricks at the Customer Conference this year and showed the example
before (which hit a grand total of a million hits - so lots of new users!). Check out the '? How to use this Map' button...

By using an image as a shape, a tooltip appears when it is
hovered over by the mouse. The tooltip tells the reader everything they need to
use the viz and get the upmost from it. Genius and clean from a design
perspective!

There are a lot more things that smarter people than I have
written about on the Tableau help forums, or in their own blogs. Go and explore
and if you find something you like then add it to the comments below.

Interesting points Conrad. I still believe the second is more beneficial to the visualisation due to it helping new users really interpret the chart / dashboard well. I take your point about being harder work and I will definitely think more about formatting the sentence but think this way makes complex data a lot easier to understand.